AE Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

AE Wealth Management’s Portfolio PBD Stock Details PBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4	Closed	-$72	–	2747
2026 Q1	$72	Hold	4	–	–	﹤0.01%	2574
2025 Q4	$64	Sell	4 -4,389	-100%	-$71.2K	﹤0.01%	2439
2025 Q3	$66.2K	Buy	4,393 +4,386	+62,657%	+$61.2K	﹤0.01%	1660
2025 Q2	$88	Hold	7	–	–	﹤0.01%	2137
2025 Q1	$74	Hold	7	–	–	﹤0.01%	2137
2024 Q4	$81	Buy	+7	New	+$88	﹤0.01%	2115

Other funds holding PBD

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management's PBD Position: Q2 2026 in Review

AE Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2026, closing a stake of 4 shares — an estimated $72 sold.

AE Wealth Management first reported a position in PBD in Q4 2024 and held it in 6 quarters. The position peaked at $66.2K in Q3 2025. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

AE Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 4 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $72.
AE Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q4 2024 and held it in 6 quarters.
AE Wealth Management's Invesco Global Clean Energy ETF position peaked at $66.2K in Q3 2025.
77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.